Life in Retirement

We help you feel confident about your life in retirement

Evergreen Wealth Services helps you define what “retirement” means for you.  Based on your individual goals and needs, we help manage your assets, maximize retirement income, determine beneficial tax strategies and assist with charitable giving and estate and legacy planning.  You worked hard to retire. Now it’s time to enjoy it!

Areas where we can provide experienced financial guidance include the following:

  • Investment management
  • Tax efficient withdrawal strategies
  • Spending levels in relation to assets and income
  • When to begin receiving Social Security benefits
  • Processing required minimum distributions (RMD)
  • Monthly pension versus lump sum payout decisions
  • Charitable giving strategies and asset selection
  • Reviewing life and long-term care insurance needs
  • Estate and legacy planning, including transitioning wealth to future generations
  • College funding for grandchildren or other family members
  • Federal, foreign service and military retirement benefits
  • Handling challenging, unexpected life transitions
  • Transitioning financial management to a family member or other individual

We collaborate with your accountant, estate planning attorney, insurance agent, and other trusted professionals to ensure an ongoing coordinated approach to your wealth management.  We are ready to work with you so you can enjoy retirement to its fullest.

Retirement Planning

Estate & Legacy Planning

Education Planning

Investment Management

Charitable Giving

Employee Benefits

Tax Strategies

Insurance Review

Real Estate